Client Relations Representative

POSITION: Client Relations Representative 

Location: Litchfield, CT

Travel Requirement: Danbury and Avon, CT offices 

FLSA Classification: Non-Exempt

Who We Are

At Retirement Income Source | SFG, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor.

We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.

Position Summary

This is a sales development and client relationship role, not a passive administrative position as the Advisor’s territory grows into expanding markets.

The Client Relations Representative (CRR) is responsible for:

• Driving appointment generation from warm and event-based leads
• Executing and supporting 8–10 marketing events per quarter
• Initiating new client onboarding paperwork with precision
• Owning outreach metrics and performance goals

You will work directly alongside the Advisor to expand market presence across Litchfield, Avon, and Danbury. This role includes regular local travel between offices and event venues (mileage reimbursed). Success in this position directly impacts revenue growth.

Key Responsibilities

Sales Development & Appointment Setting

• Execute outbound follow-up on workshop attendees, seminar leads, and internal      marketing lists
• Secure a minimum of 6+ first-time kept advisor appointments per week
• Reactivate dormant leads and no-shows
• Maintain a persistent follow-up cadence until leads are booked, declined, or      disqualified
• Track and report KPIs including: Outreach volume, Appointments set, Show rate,      Conversion rate
• Log all activity in CRM (Redtail) same day
• Maintain a high-energy phone presence with strong closing capability
• Approximately 70% of this role is phone-based sales activity.

Marketing & Event Execution (8–10 Per Quarter)

In partnership with the Advisor and Marketing team:

• Scout and recommend venues
• Coordinate contracts and approvals
• Manage RSVPs and confirmations
• Oversee check-in and event-day logistics
• Conduct same-day or next-day follow-up to maximize appointment conversion
• Collaborate on additional initiatives (e.g., lunch & learns)

This role requires comfort engaging prospects face-to-face at public events.

Client Service & Onboarding Support

• Initiate new client onboarding paperwork
• Accurately prepare applications, transfer forms, and client profile documentation
• Submit complete documentation to the New Business team (Westbrook office)
• Ensure compliance and accuracy in all paperwork (this role submits — does not manage follow-up processing)
• Coordinate Advisor calendars for efficiency
• Maintain professional office and reception presence

Must-Have Qualifications

Background and Experience:  

• Minimum 2 years of sales or business development experience, with demonstrated ownership of KPIs and measurable performance results. 
• Associate’s or Bachelor’s degree in Business, Finance, or a related field preferred, but not required
• Ability to multitask and prioritize effectively in a fast-paced, client-centric environment
• Exceptional attention to detail, with strong organizational and time management abilities
• Strong communication skills and confidence in engaging prospects at events and over the phone.

Technology Expertise:

• CRM experience and proficiency in Microsoft Office Suite.

Physical & Work Environment Requirements

• Office-based role with travel to events and satellite offices, occasional evening or Saturday coverage (mileage reimbursement provided) 
• Ability to work at a desk for extended periods and lift up to 10 pounds.

Benefits

We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:

• 100% employer-covered medical benefits and an HRA account 
• Dental & vision plans 
• Short and long-term disability insurance 
• PTO + 10 NYSE company holidays per year 
• 401K with company match program
• Free onsite parking
• Company-provided laptop and required technology

The duties and responsibilities described in the above job description are not a comprehensive list.  Additional tasks may be assigned to the employee from time to time, or the scope of the position may change as necessitated by company demands and/or industry standards.

Retirement Income Source SFG is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.